LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,797
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$4.07M
3
+$1.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$16.8M
2
+$4.63M
3
+$4.31M
4
AVGO icon
Broadcom
AVGO
+$2.88M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.95M

Sector Composition

1 Technology 15.66%
2 Financials 13.81%
3 Healthcare 6.79%
4 Consumer Discretionary 3.87%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$844K 0.08%
1,764
-141
152
$842K 0.08%
3,744
153
$826K 0.08%
1,472
+14
154
$808K 0.08%
5,435
-94
155
$794K 0.07%
3,046
-400
156
$790K 0.07%
20,484
-48
157
$785K 0.07%
3,190
+65
158
$778K 0.07%
5,233
+137
159
$771K 0.07%
2,122
+61
160
$761K 0.07%
3,778
-34
161
$748K 0.07%
1,346
+14
162
$746K 0.07%
42,401
+2,801
163
$733K 0.07%
1,282
+18
164
$733K 0.07%
8,406
+150
165
$723K 0.07%
3,784
+195
166
$723K 0.07%
29,932
167
$722K 0.07%
4,074
-52
168
$719K 0.07%
5,710
169
$719K 0.07%
9,695
+272
170
$717K 0.07%
4,814
+19
171
$709K 0.07%
4,189
-8
172
$707K 0.07%
5,556
-769
173
$703K 0.07%
1,545
+437
174
$701K 0.07%
2,335
+20
175
$692K 0.06%
3,504
+516
5 6
7
8 9